Curated Wealth Partners LLC
Sector Allocation
- Financials43.0%$521.8M
- Other24.2%$293.5M
- Technology14.8%$179.6M
- Industrials4.5%$55.3M
- Consumer Discretionary3.5%$42.4M
- Healthcare3.4%$41.2M
- Energy1.8%$21.3M
- Consumer Staples1.4%$16.5M
- Materials1.2%$14.3M
- Real Estate1.0%$12.6M
AUM History
13fpro.ai/research/fund/curated-wealth-partners-llc-1781284
Conviction and streaks
Diversifying · top 10 = 58.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
APO
$255.4MARES
$168.5M- VANGUARD$79.0M
SPY
$41.8M- DIMENSIONAL$38.5M
AAPL
$29.5MGS
$26.9M- DIMENSIONAL$26.7M
- DOUBLELINE$20.8M
NVDA
$20.7MMSFT
$18.2MAMZN
$14.8MTEX
$12.0M- TOUCHSTONE$11.2M
- ISHARES$10.6M
GOOGL
$10.5MGLD
$8.4MMETA
$8.2MGOOG
$6.7M- DIAMOND$6.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/curated-wealth-partners-llc-1781284
Curated Wealth Partners LLC 13F holdings — Q3 2026
$1.2B portfolio (+40.8% QoQ) · 567 holdings · Q3 2026 13F · top 10 are 58% of the stock portfolio
$255.4M
21.0% of stocks
-0.4%This quarter+2.2%Since filed10 qtrsHeld$168.5M
13.9% of stocks
-1%This quarter+6.9%Since filed10 qtrsHeld- 3
VANGUARD INDEX FDS - S&P 500 ETF SHS
$79.0M
6.5% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— $41.8M
3.4% of stocks
+4%This quarter-0.8%Since filed10 qtrsHeld- 5
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$38.5M
3.2% of stocks
+27%This quarter—Since filed—HeldAIQuality—Est. buy— $29.5M
2.4% of stocks
+90%This quarter+0.6%Since filed10 qtrsHeld$26.9M
2.2% of stocks
+303%This quarter+0.2%Since filed4 qtrsHeld- 8
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$26.7M
2.2% of stocks
+30%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DOUBLELINE ETF TRUST - SECUR CR ETF
$20.8M
1.7% of stocks
+118%This quarter—Since filed—HeldAIQuality—Est. buy— $20.7M
1.7% of stocks
+91%This quarter-0.6%Since filed10 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $255.4M | 21.0% | -0.4% | +2.2% | 10 qtrs | 55.2#1,255 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $168.5M | 13.9% | -1% | +6.9% | 10 qtrs | 61.3#791 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $79.0M | 6.5% | +17% | — | — | — | — | |
| 4 | $41.8M | 3.4% | +4% | -0.8% | 10 qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $38.5M | 3.2% | +27% | — | — | — | — | |
| 6 | $29.5M | 2.4% | +90% | +0.6% | 10 qtrsAdded 3 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $26.9M | 2.2% | +303% | +0.2% | 4 qtrsAdded 2 qtrs in a row | 73.2#127 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $26.7M | 2.2% | +30% | — | — | — | — | |
| 9 | DOUBLELINE ETF TRUST - SECUR CR ETF | $20.8M | 1.7% | +118% | — | — | — | — | |
| 10 | $20.7M | 1.7% | +91% | -0.6% | 10 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Curated Wealth Partners LLC (Q3 2026)
567 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $18.2M | 1.5% | 35K | +168% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AMAZON COM INC | Consumer Discretionary | $14.8M | 1.2% | 59K | +99% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | TEREX CORP | Industrials | $12.0M | 1.0% | 227K | +0.2% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | TOUCHSTONE ETF TRUST - LARG CO GROW ETFetf/fund | — | $11.2M | 0.9% | 402K | -25% | — | — | 13F |
| 15 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $10.6M | 0.9% | 14K | +2% | — | — | 13F |
| 16 | Alphabet Inc. | Technology | $10.5M | 0.9% | 31K | +49% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | SPDR GOLD TRUSTetf/fund | Financials | $8.4M | 0.7% | 22K | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Meta Platforms, Inc. | Technology | $8.2M | 0.7% | 11K | +65% | 10 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Alphabet Inc. | Technology | $6.7M | 0.6% | 20K | +98% | 10 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | DIAMOND HILL FUNDS - LARG CAP CON ETFetf/fund | — | $6.5M | 0.5% | 484K | -33% | — | — | 13F |
| 21 | MICRON TECHNOLOGY INC | Technology | $6.3M | 0.5% | 5,869 | +219% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund | — | $6.1M | 0.5% | 66K | New | — | — | 13F |
| 23 | Broadcom Inc. | Technology | $5.9M | 0.5% | 17K | +82% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $4.2M | 0.3% | 33K | -3% | — | — | 13F |
| 25 | BERKSHIRE HATHAWAY INC | Financials | $4.0M | 0.3% | 8,003 | +101% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $JPM | JPMORGAN CHASE & CO | Financials | $3.7M | 0.3% | 11K | +75% | |||
| 27 | $AMCR | Amcor plc | Consumer Discretionary | $3.7M | 0.3% | 88K | +0.6% | |||
| 28 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | — | $3.6M | 0.3% | 88K | New | |||
| 29 | $TSLA | Tesla, Inc. | Consumer Discretionary | $3.5M | 0.3% | 9,891 | +120% | |||
| 30 | $DVA | DAVITA INC. | Healthcare | $3.5M | 0.3% | 20K | +6% | |||
| 31 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.2M | 0.3% | 5,236 | +118% | |||
| 32 | $INTC | INTEL CORP | Technology | $3.2M | 0.3% | 27K | +347% | |||
| 33 | $ARCC | ARES CAPITAL CORP | Other | $3.1M | 0.3% | 162K | +0.0% | |||
| 34 | — | BAILLIE GIFFORD ETF TR - INTL ALPHA ETF | — | $3.1M | 0.3% | 123K | New | |||
| 35 | $MA | Mastercard Inc | Financials | $3.1M | 0.3% | 5,538 | +315% | |||
| 36 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $3.0M | 0.3% | 4 | — | |||
| 37 | $SNAP | Snap Inc | Technology | $2.9M | 0.2% | 545K | +0.6% | |||
| 38 | — | GOLDMAN SACHS ETF TR - DYNA CAL MUN ETF | — | $2.8M | 0.2% | 57K | -37% | |||
| 39 | $TPL | Texas Pacific Land Corp | Financials | $2.7M | 0.2% | 8,353 | +0.5% | |||
| 40 | $LLY | ELI LILLY & Co | Healthcare | $2.7M | 0.2% | 2,348 | +114% | |||
| 41 | — | ISHARES TR - CORE DIV GRWTH | — | $2.3M | 0.2% | 30K | — | |||
| 42 | $PKG | PACKAGING CORP OF AMERICA | Materials | $2.3M | 0.2% | 9,902 | +5% | |||
| 43 | — | ISHARES TR - RUS 1000 GRW ETF | — | $2.2M | 0.2% | 17K | -1% | |||
| 44 | $V | VISA INC. | Financials | $2.1M | 0.2% | 5,866 | +62% | |||
| 45 | $MRK | Merck & Co., Inc. | Healthcare | $2.1M | 0.2% | 14K | +353% | |||
| 46 | $CVX | CHEVRON CORP | Energy | $2.1M | 0.2% | 10K | +98% | |||
| 47 | $GEV | GE Vernova Inc. | Industrials | $2.1M | 0.2% | 2,180 | +125% | |||
| 48 | — | ISHARES TR - MSCI EAFE ETF | — | $2.0M | 0.2% | 20K | -1% | |||
| 49 | $TEAM | Atlassian Corp | Technology | $2.0M | 0.2% | 11K | New | |||
| 50 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $2.0M | 0.2% | 1,197 | +554% | |||
| 51 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $1.9M | 0.2% | 9,004 | +6% | |||
| 52 | $LRCX | LAM RESEARCH CORP | Technology | $1.9M | 0.2% | 5,869 | +349% | |||
| 53 | $WDC | WESTERN DIGITAL CORP | Technology | $1.9M | 0.2% | 4,229 | +253% | |||
| 54 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.9M | 0.2% | 12K | +109% | |||
| 55 | $GE | GENERAL ELECTRIC CO | Industrials | $1.8M | 0.1% | 5,816 | +161% | |||
| 56 | $BX | Blackstone Inc. | Financials | $1.8M | 0.1% | 16K | +37% | |||
| 57 | — | ISHARES TR - CORE MSCI EAFE | — | $1.8M | 0.1% | 18K | +24% | |||
| 58 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.8M | 0.1% | 9,120 | +298% | |||
| 59 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.7M | 0.1% | 11K | +740% | |||
| 60 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.7M | 0.1% | 25K | +12% | |||
| 61 | $ANET | Arista Networks, Inc. | Technology | $1.7M | 0.1% | 8,425 | +77% | |||
| 62 | $C | CITIGROUP INC | Financials | $1.7M | 0.1% | 13K | +291% | |||
| 63 | $FTNT | Fortinet, Inc. | Technology | $1.7M | 0.1% | 9,465 | +363% | |||
| 64 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.7M | 0.1% | 27K | +369% | |||
| 65 | $ABNB | Airbnb, Inc. | Technology | $1.7M | 0.1% | 10K | +480% | |||
| 66 | $PXED | Phoenix Education Partners, Inc. | Consumer Discretionary | $1.7M | 0.1% | 65K | -0.0% | |||
| 67 | $PSX | Phillips 66 | Energy | $1.6M | 0.1% | 6,456 | +219% | |||
| 68 | — | ISHARES TR - RUS 2000 GRW ETF | — | $1.6M | 0.1% | 4,582 | +9% | |||
| 69 | $LYV | Live Nation Entertainment, Inc. | Communication Services | $1.6M | 0.1% | 9,597 | +2% | |||
| 70 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.6M | 0.1% | 4,320 | +0.0% | |||
| 71 | $PLTR | Palantir Technologies Inc. | Technology | $1.6M | 0.1% | 8,500 | +64% | |||
| 72 | $LIN | LINDE PLC | Materials | $1.6M | 0.1% | 3,296 | +278% | |||
| 73 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.6M | 0.1% | 29K | +137% | |||
| 74 | $APH | AMPHENOL CORP /DE/ | Technology | $1.6M | 0.1% | 18K | +981% | |||
| 75 | — | ISHARES TR - CORE S&P TTL STK | — | $1.5M | 0.1% | 9,301 | — | |||
| 76 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.5M | 0.1% | 5,763 | +68% | |||
| 77 | $ORCL | ORACLE CORP | Technology | $1.5M | 0.1% | 11K | +304% | |||
| 78 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.5M | 0.1% | 19K | +243% | |||
| 79 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.5M | 0.1% | 5,239 | +622% | |||
| 80 | $EQIX | EQUINIX INC | Real Estate | $1.5M | 0.1% | 1,472 | New | |||
| 81 | $CNC | CENTENE CORP | Healthcare | $1.5M | 0.1% | 24K | New | |||
| 82 | $SNOW | Snowflake Inc. | Technology | $1.5M | 0.1% | 4,296 | +327% | |||
| 83 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.5M | 0.1% | 10K | +483% | |||
| 84 | $EOG | EOG RESOURCES INC | Energy | $1.4M | 0.1% | 10K | New | |||
| 85 | $SNDK | Sandisk Corp | Technology | $1.4M | 0.1% | 804 | +244% | |||
| 86 | $CB | Chubb Ltd | Financials | $1.4M | 0.1% | 4,274 | New | |||
| 87 | $FTI | TechnipFMC plc | Energy | $1.4M | 0.1% | 20K | New | |||
| 88 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.4M | 0.1% | 6,132 | +231% | |||
| 89 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.4M | 0.1% | 6,145 | New | |||
| 90 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.4M | 0.1% | 1,489 | +61% | |||
| 91 | $FCX | FREEPORT-MCMORAN INC | Materials | $1.3M | 0.1% | 19K | +285% | |||
| 92 | $ABBV | AbbVie Inc. | Healthcare | $1.3M | 0.1% | 5,130 | +63% | |||
| 93 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.3M | 0.1% | 12K | +113% | |||
| 94 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.3M | 0.1% | 1,803 | +0.5% | |||
| 95 | $CARR | CARRIER GLOBAL Corp | Industrials | $1.3M | 0.1% | 24K | +67% | |||
| 96 | $NEM | NEWMONT Corp /DE/ | Materials | $1.3M | 0.1% | 11K | New | |||
| 97 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $1.3M | 0.1% | 24K | +396% | |||
| 98 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.3M | 0.1% | 13K | +266% | |||
| 99 | $NFLX | NETFLIX INC | Communication Services | $1.3M | 0.1% | 19K | +13% | |||
| 100 | $DAR | DARLING INGREDIENTS INC. | Consumer Staples | $1.3M | 0.1% | 21K | +18% | |||
| 101 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.3M | 0.1% | 4,635 | +74% | |||
| 102 | $PM | Philip Morris International Inc. | Consumer Staples | $1.3M | 0.1% | 6,765 | +141% | |||
| 103 | $IAU | ISHARES GOLD TRUST | Financials | $1.3M | 0.1% | 17K | — | |||
| 104 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.3M | 0.1% | 22K | -0.6% | |||
| 105 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.2M | 0.1% | 3,377 | +124% | |||
| 106 | $GM | General Motors Co | Consumer Discretionary | $1.2M | 0.1% | 16K | +337% | |||
| 107 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $1.2M | 0.1% | 10K | New | |||
| 108 | $TTC | TORO CO | Industrials | $1.2M | 0.1% | 12K | +14% | |||
| 109 | $JBHT | HUNT J B TRANSPORT SERVICES INC | Industrials | $1.2M | 0.1% | 5,276 | New | |||
| 110 | $PFE | PFIZER INC | Healthcare | $1.2M | 0.1% | 41K | +311% | |||
| 111 | $RBRK | Rubrik, Inc. | Technology | $1.2M | 0.1% | 10K | New | |||
| 112 | $WELL | WELLTOWER INC. | Real Estate | $1.1M | 0.1% | 4,929 | +418% | |||
| 113 | $BLK | BlackRock, Inc. | Financials | $1.1M | 0.1% | 1,064 | New | |||
| 114 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $1.1M | 0.1% | 3,179 | -3% | |||
| 115 | $VEEV | VEEVA SYSTEMS INC | Technology | $1.1M | 0.1% | 3,924 | New | |||
| 116 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.1M | 0.1% | 17K | New | |||
| 117 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.1M | 0.1% | 2,862 | +182% | |||
| 118 | $NET | Cloudflare, Inc. | Technology | $1.1M | 0.1% | 3,194 | New | |||
| 119 | $NXPI | NXP Semiconductors N.V. | Technology | $1.1M | 0.1% | 4,667 | New | |||
| 120 | $BCSF | Bain Capital Specialty Finance, Inc. | Other | $1.1M | 0.1% | 100K | — | |||
| 121 | $EME | EMCOR Group, Inc. | Industrials | $1.1M | 0.1% | 1,448 | +70% | |||
| 122 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.1M | 0.1% | 2,077 | +200% | |||
| 123 | $ARDC | Ares Dynamic Credit Allocation Fund, Inc. | Other | $1.1M | 0.1% | 92K | +4% | |||
| 124 | $DIS | Walt Disney Co | Communication Services | $1.1M | 0.1% | 10K | New | |||
| 125 | $TER | TERADYNE, INC | Technology | $1.1M | 0.1% | 2,628 | +258% | |||
| 126 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.0M | 0.1% | 3,159 | New | |||
| 127 | $DLTR | DOLLAR TREE, INC. | Consumer Staples | $1.0M | 0.1% | 9,115 | New | |||
| 128 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $1.0M | 0.1% | 1,365 | New | |||
| 129 | $TGT | TARGET CORP | Consumer Staples | $1.0M | 0.1% | 6,587 | +218% | |||
| 130 | $DAL | DELTA AIR LINES, INC. | Industrials | $1.0M | 0.1% | 12K | New | |||
| 131 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.0M | 0.1% | 1,497 | +115% | |||
| 132 | $CAT | CATERPILLAR INC | Industrials | $1.0M | 0.1% | 1,246 | +186% | |||
| 133 | $DELL | Dell Technologies Inc. | Technology | $1.0M | 0.1% | 1,877 | +181% | |||
| 134 | $SSD | Simpson Manufacturing Co., Inc. | Industrials | $1.0M | 0.1% | 5,865 | -3% | |||
| 135 | $NOW | ServiceNow, Inc. | Technology | $999K | 0.1% | 7,451 | +133% | |||
| 136 | $STX | Seagate Technology Holdings plc | Technology | $991K | 0.1% | 1,074 | +379% | |||
| 137 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $990K | 0.1% | 4,502 | +200% | |||
| 138 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $985K | 0.1% | 28K | — | |||
| 139 | $KLAC | KLA CORP | Technology | $985K | 0.1% | 5,053 | +64% | |||
| 140 | $ACN | Accenture plc | Technology | $978K | 0.1% | 5,335 | New | |||
| 141 | $FDX | FEDEX CORP | Industrials | $956K | 0.1% | 3,354 | New | |||
| 142 | $INTU | INTUIT INC. | Technology | $954K | 0.1% | 3,459 | New | |||
| 143 | $PRI | Primerica, Inc. | Financials | $951K | 0.1% | 3,490 | -8% | |||
| 144 | $HPE | Hewlett Packard Enterprise Co | Technology | $947K | 0.1% | 15K | New | |||
| 145 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $934K | 0.1% | 5,469 | +250% | |||
| 146 | $GS | GOLDMAN SACHS GROUP INC | Financials | $932K | 0.1% | 1,035 | +266% | |||
| 147 | $COP | CONOCOPHILLIPS | Energy | $912K | 0.1% | 7,289 | +75% | |||
| 148 | $ATO | ATMOS ENERGY CORP | Energy | $912K | 0.1% | 5,830 | +297% | |||
| 149 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $908K | 0.1% | 2,234 | +262% | |||
| 150 | $SPGI | S&P Global Inc. | Financials | $907K | 0.1% | 2,300 | +139% |
What changed in Q3 2026
Against the previous quarter's 13F: 331 new, 169 added to, 38 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (331)
- SPDR SERIES TRUST - ST STR BLO 1 ETF$6.1M
first bought this quarter
- SSGA ACTIVE ETF TR - ST STR BL LN ETF$3.6M
first bought this quarter
- BAILLIE GIFFORD ETF TR - INTL ALPHA ETF$3.1M
first bought this quarter
$TEAMAtlassian Corp$2.0M
first bought this quarter
$EQIXEQUINIX INC$1.5M
first bought this quarter
$CNCCENTENE CORP$1.5M
first bought this quarter
+325 more in the Excel export
Added to (169)
now $26.9M · held 4 qtrs, 2 adds in a row
now $29.5M · held 10 qtrs, 3 adds in a row
- VANGUARD INDEX FDS - S&P 500 ETF SHS+17%
now $79.0M
now $18.2M · held 10 qtrs
- DOUBLELINE ETF TRUST - SECUR CR ETF+118%
now $20.8M
now $20.7M · held 10 qtrs, 3 adds in a row
+163 more in the Excel export
Trimmed (38)
- TOUCHSTONE ETF TRUST - LARG CO GROW ETF-25%
now $11.2M
- DIAMOND HILL FUNDS - LARG CAP CON ETF-33%
now $6.5M
now $168.5M · held 10 qtrs
- GOLDMAN SACHS ETF TR - DYNA CAL MUN ETF-37%
now $2.8M
$PRPermian Resources Corp-84%
now $263K
now $255.4M · held 10 qtrs
+32 more in the Excel export
Holdings by quarter
Every 13F Curated Wealth Partners LLC has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow Curated Wealth Partners?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Curated Wealth Partners's top 20 holdings: 63/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+2.5%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 14% over the last 4
Top 10 weight
58%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
78%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Curated Wealth Partners LLC disclosed 567 positions worth $1.2B in its Form 13F-HR for Q3 2026, led by $APO (Apollo Global Management, Inc.) at 21.0% of the equity portfolio, followed by $ARES. During the quarter the fund opened 331 new positions and exited 6 and a full exit from $LCII. The portfolio is most concentrated in Financials (43.0% of disclosed assets). All figures are sourced directly from Curated Wealth Partners LLC’s Form 13F-HR filing with the SEC under CIK 1781284.
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AI-Powered Hedge Fund Analysis: Curated Wealth Partners LLC
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